Quadcap Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $709K | Sell |
5,337
-194
| -4% | -$25.8K | 0.09% | 194 |
|
|
2025
Q1 | $743K | Sell |
5,531
-83
| -1% | -$11.1K | 0.11% | 182 |
|
|
2024
Q4 | $737K | Sell |
5,614
-297
| -5% | -$39K | 0.11% | 179 |
|
|
2024
Q3 | $798K | Sell |
5,911
-652
| -10% | -$88.1K | 0.12% | 173 |
|
|
2024
Q2 | $794K | Buy |
6,563
+209
| +3% | +$25.3K | 0.14% | 155 |
|
|
2024
Q1 | $783K | Sell |
6,354
-107
| -2% | -$13.2K | 0.18% | 133 |
|
|
2023
Q4 | $757K | Buy |
+6,461
| New | +$757K | 0.2% | 145 |
|